Methodology
How Lincise turns data into investment decisions
Research in 5 minutes, portfolio with context and alerts that watch what changes most.
Process
Research in 5 minutes
Four steps to decide whether a company deserves a place in your portfolio and at what price.
Filter the idea
Ticker, sector or thesis. Find a company worth your attention.
Read the business
Growth, margins, cash and balance sheet. Understand whether it is worth continuing.
Price the idea
Multiples, discount, margin of safety and comparison with its history.
Act
Watchlist or portfolio. If it does not fit, discard it with more conviction.
Portfolio
Reference benchmarks
Every investment profile has a reference. Pick the one that fits your style best.
US broad market · Tech + financials
Nasdaq · High concentration
Global · More diversified
Defensive · Dividend tilt
Alerts
What the app watches
Not predictive. Directional. Three signals that shift your attention.
Concentration
Detects when the portfolio relies too much on one position or sector.
Valuation
Flags when an asset moves near or away from its reasonable range.
Movement
Marks price changes that deserve a review before acting.
Daniel Vara del Bosque designs, builds and runs the product every day.
Each signal is reproducible from source data.
A log of when and why each alert is triggered.
About us
Built by Daniel Vara del Bosque, investor and solo founder
We are not a bank or a fund. I am an investor who knows what it is like to evaluate portfolios without the right tools and want a clearer way to decide.
Investor with years of experience in growth, quality and value. I have worked with real portfolios, beaten indices in different market phases and built Lincise so company and portfolio analysis is clearer, more visual and more useful for decisions.
We do not sell or promote assets. The priority is helping you decide better with your own criteria.
Auditable methodology. Every signal is reproducible. No black boxes or opaque models.
Real decisions, not theory. Research that fits in 5 minutes, not 40-page reports.
Why we built Lincise
After years evaluating portfolios with the available tools, I saw the same problem again and again: the comparison was made against a simplified or intuitive benchmark, not the one that really mattered, and fundamental research did not help people buy better. Lincise exists to solve that specific comparison and that quality analysis: knowing whether your portfolio adds something the reference does not, or whether an excellent company is actually cheap.
How Lincise turns data into investment decisions
Research in 5 minutes, portfolio with context and alerts that watch what changes most.